SBI Consumption Opportunities Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
25.64%
3Y annualised
-0.11% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 May 2024₹321.93
Min. SIP amount₹500
Rating3
Fund size₹2,165.26Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns34.2%25.6%21.9%17.8%
Category average36.7%20.8%18.8%NA
Rank with in category1024NA
Understand terms

Holdings (44)

NameSectorInstrumentAssets
CommunicationEquity5.62%
TextilesEquity5.03%
ServicesEquity4.54%
Consumer StaplesEquity4.43%
AutomobileEquity4.10%
ServicesEquity3.42%
Consumer DiscretionaryEquity3.25%
Consumer StaplesEquity3.04%
ServicesEquity3.02%
Consumer StaplesEquity2.93%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

3Y, 5Y and 10Y annualised returns higher than category average
1Y annualised returns lower than category average by 2.57%
Lower expense ratio: 0.97%
Higher alpha: 7.85 The fund has generated returns higher than benchmark - NIFTY India Consumption Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.97%

Inclusive of GST

Exit load

Exit load of 0.10% if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Pradeep Kesavan
Dec 2023 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Also manages these schemes

Ashit Desai
Apr 2024 - Present
View details

Education
Mr. Desai has done B.Com, PGDM and FRM
Experience
Prior to joining SBI Mutual Fund, he has worked with Emkay Global Financial Services Ltd., SBICAPS Sec. Ltd. and Batlivala & Karani Sec, Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

SBI Consumption Opportunities Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 4.9.8
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ